Location: Rochester, NY (hybrid)
NEXT’s mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience.
Simply put, wherever you find small businesses, you’ll find NEXT.
Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow—that’s where you come in.
The Lead Insurance Advisor supports NEXT Insurance’s vision by leading a high-performing, customer-focused Service team and ensuring excellence across the full customer policy lifecycle. This role is responsible for daily team performance, SLA attainment, and fostering a positive, accountable culture where Insurance Advisors are empowered to deliver exceptional service. They maintain deep knowledge of our insurance products and support escalations to ensure timely and effective resolution.
In partnership with the Service Department Manager and cross-functional teams, the Insurance Advisor Lead identifies opportunities to improve processes, reduce friction, and enhance the overall customer experience. They are forward-thinking in leveraging technology, automation, and AI-driven tools to improve operational efficiency, team productivity, and service delivery in the SMB insurance space.
What You'll Do:
- Report to and support the Service Department Manager in daily operations, contributing ideas for process improvements and technology enhancements.
- Directly manage an assigned team of Insurance Advisors and collaborate cross-functionally with other teams and leadership to improve service delivery across the policy lifecycle.
- Monitor phone, chat, Slack, and ticket queues in real-time, leveraging data and technology tools to make necessary adjustments to achieve daily goals. This includes developing tactics, tracking individual development through 1:1 meetings, individual development plans, and performance management.
- Conduct regular team meetings to communicate team goals, performance updates, upcoming events/training, product updates, process enhancements, and overall company direction.
- Answer questions, assist with complex problems, and ensure work complies with quality standards and guidelines, while identifying opportunities for automation, AI support, and skills enhancement.
- Create and maintain a culture of teamwork and collaboration, fostering growth and removing obstacles to enable Insurance Advisors to focus on delivering exceptional customer service through efficient, tech-enabled workflows.
- Provide quality customer service by interacting with customers, addressing inquiries, and effectively handling escalations, while capturing insights to inform cross-functional improvements and smarter operational solutions.
What We Need:
- Demonstrate strong customer focus and service leadership skills.
- Communicate clearly and effectively, both verbally and in writing.
- Be results-driven with strong organizational and prioritization skills.
- Proactively identify problems and recommends process improvements.
- Think strategically about service impact across the policy lifecycle.
- Be comfortable leveraging technology, automation, and AI to enhance operations.
- Posses strong industry and product knowledge.
- Hold an active P&C license and relevant experience in insurance and customer service.
Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @next-insurance.com or @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations.
If you believe that you have been the target of an interview/offer scam by someone posing as a representative of Next Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency.
The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. NEXT employees are eligible for our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.
Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO Next Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO Next's policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Skills Required
- Strong customer focus and service leadership skills
- Clear and effective verbal and written communication
- Results-driven approach with strong organizational and prioritization skills
- Ability to identify problems and recommend process improvements
- Strategic thinking about service impact across the policy lifecycle
- Comfort leveraging technology, automation, and AI to enhance operations
- Strong insurance industry and product knowledge
- Active property and casualty insurance license
- Relevant insurance and customer service experience
NEXT Insurance Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NEXT Insurance and has not been reviewed or approved by NEXT Insurance.
-
Healthcare Strength — Medical coverage is often described as fully paid for employees and dependents, with dental and vision highlighted as strong inclusions. Feedback suggests health benefits are a standout element of the total rewards package.
-
Parental & Family Support — Paid parental leave for birth and non-birth parents is characterized as generous and modern. Feedback suggests family benefits complement core health coverage and add meaningful value.
-
Fair & Transparent Compensation — Pay is considered competitive in higher-skilled tech and product roles, with total compensation seen as solid relative to peer insurtech employers. Feedback suggests perceptions of pay fairness trend moderate-to-positive overall.
NEXT Insurance Insights
What We Do
The needs of business owners have significantly changed over the past decade, the insurance industry hasn’t. When you’re running your own business, you’re placing a huge bet on yourself. Your ideas, your passion, your blood, sweat and tears define your success. Next Insurance was created to give your business the coverage it deserves. Simple, affordable and tailored. So no matter what you do, no matter how you define success, we’re right there, next to you. Behind our groundbreaking AI-based technology there are hundreds of us. Data scientists, insurance advisors, product managers, designers & more. We are passionate about helping businesses achieve their goals & are committed to serve the needs of business owners. Even our three founders started their path as small business owners so they have been there and are committed to supporting the journey of your business.
Why Work With Us
Next Insurance is looking for explorers who are filled with curiosity, have the desire to travel the unbeaten path, and realize new heights in providing small business owners with the peace of mind to run their businesses. If you move fast, customer-focused, and willing to challenge the status quo, Next Insurance might just be your next journey.
Gallery
